2012: Japan Economic Crisis Comes To The Forefront
Japan’s debt to the tune of 200+% of GDP will finally begin to have a negative impact on the economy. The fiscal crisis will start off imperceptibly mid-Spring with a whimper but will deteriorate and become full-blown as the year wears on. In response the Japanese government will begin monetizing debt and injecting liquidity into the system. Therefore Japanese equities will likely outperform
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